Pershing LLC, an affiliate of The Bank of New York Mellon
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Pershing LLC, an affiliate of The Bank of New York Mellon Employees
Pershing LLC, An Affiliate of the Bank of New York Mellon October 2006 - Present
Fidelity Investments 2003 - 2006
Skills
Market Data, Contract Negotiation, Series 7, Equities, Securities, Vendor Management, Presentations, Strategy, Financial Services, Portfolio Management, Back Office, Equity Research, Analytics, CRM
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA
Brandeis University 1990 — 1993
B.A., Economics
TD Ameritrade June 2010 - Present
Pershing LLC, an affiliate of The Bank of New York Mellon February 2006 - June 2010
Citigroup October 2004 - February 2006
JPMorgan Chase September 2000 - October 2004
Skills
Marketing, Strategy, Program Management, Strategic Planning, Brand Management, Financial Services, Series 7, Practice Management, Financial Advisory, Thought Leadership, Marketing Strategy, Public Speaking, Integrated Marketing
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Spanish Literature
LPL Financial March 2011 - Present
Pershing LLC, An Affiliate of the Bank of New York Mellon October 2006 - September 2011
Pershing LLC, An Affiliate of the Bank of New York Mellon January 2005 - October 2006
Merrill Lynch October 1999 - December 2005
ABN AMRO Bank N.V. October 1997 - October 1999
Skills
Product Management, CRM, Business Development, Sales, Training, Product Development, Series 7, Series 24, Series 63, Securities, Mutual Funds, FINRA, Financial Services, Fixed Income, Wealth Management
Education
Elmhurst College 1990 — 1993
BS, Psychology
Kendall College 1986 — 1988
Associate's degree, Business Administration and Marketing
TD Ameritrade Institutional September 2011 - Present
TD Ameritrade July 2009 - November 2011
Pershing LLC, an affiliate of The Bank of New York Mellon June 2006 - July 2009
Deloitte 2005 - 2006
Deloitte 2001 - 2005
Smith Barney 2000 - 2001
Smith Barney 1996 - 2001
Skills
Marketing Strategy, Product Marketing, Financial Services, Marketing Communications, Social Media Marketing, Content Strategy, integrated marketing, advertising, brand management, Integrated Marketing, Advertising, Corporate Communications, Digital Marketing, Social Media, Brand Management, Lead Generation, Segmentation
Education
Fordham Gabelli School of Business 2001 — 2008
MBA, Marketing
Saint Michael's College 1991 — 1995
Bachelor of Arts (B.A.), English Literature
Summit High School 1987 — 1992
Pershing LLC - an affiliate of the Bank of New York Mellon March 2006 - Present
Accenture February 2004 - March 2006
CitiStreet August 1997 - February 2003
PricewaterhouseCoopers October 1996 - August 1997
Prudential June 1992 - October 1996
MetLife December 1995 - May 1996
Skills
Project Planning, Public Speaking, Coaching, Scope Management, Program Management, Process Improvement, Business Process..., Risk Management, MS Project, SDLC, Change Management, Team Building, PMO, Project Portfolio..., Requirements Analysis, Strategic Planning, Team Leadership, Business Analysis, Customer Relations, Customer Service, Leadership, IT Strategy, Public Relations, Project Management, Strategy, Product Management, Management, Vendor Management, Budgets, Analysis, Business Requirements, PMP, Enterprise Architecture, Software Development, Executive Management, CRM, Visio, Outsourcing, Software Project..., Business Process, Integration, IT Management, Financial Services, Project Delivery, Resource Management, Enterprise Software, Requirements Gathering, Business Intelligence, Governance, Cross-functional Team...
Education
Seton Hall University 1988 — 1992
BS, Management Information Systems
Bank of New York Mellon June 1996 - Present
Bank of New York Mellon 1996 - Present
BNY Mellon 1996 - Present
Pershing LLC, An affiliate of The Bank of New York Mellon 1996 - 2004
Pershing LLC 1998 - 2003
Skills
Disaster Recovery, Vendor Management, Cloud Computing, IT Service Management, Virtualization, Business Continuity, IT Management, Business Analysis, ITIL, Risk Management, Enterprise Architecture, IT Strategy, Data Center, Security, SDLC, Information Security, Governance, Infrastructure, PMP, IT Operations, Outsourcing, Network Security, Information Technology, Information Security..., Project Portfolio..., CISSP, Enterprise Software, Servers, System Deployment, Incident Management, Unix, SaaS, Service Delivery, PMO, Project Delivery, Financial Services, Integration, Business Process, Professional Services, Business Process..., Solution Architecture, Program Management, Service Management, Cisco Technologies
Education
Polytechnic University 1995 — 1997
Master's of Science, Telecommunications and Computing Management
Seton Hall University
BA, Political Science
Envestnet, Inc 2002 - Present
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
DLJdirect and CSFBdirect 1995 - 2002
DLJdirect 1992 - 2002
Pershing LLC 1981 - 2002
DLJ 1981 - 2002
Pershing LLC, An affiliate of The Bank of New York Mellon 1981 - 2002
Pershing Division of Donaldson Lufkin & Jenrette 1981 - 2002
Pershing (Division of Bank of New York Mellon Corporation) 1981 - 2001
Skills
Equities, Series 7, Series 63, Securities, Series 24, Financial Services, Fixed Income, Alternative Investments, Mutual Funds, Electronic Trading, Capital Markets, Hedge Funds, Asset Management, Investments, Wealth Management, Executive Management, FINRA, Trading
Education
Williams College 1966 — 1970
Deerfield Academy 1964 — 1966
Institut Le Rosey 1962 — 1964
Pershing LLC, an affiliate of The Bank of New York Mellon 2007 - Present
TIAA-CREF August 2004 - September 2007
Ernst & Young 1998 - 2003
Portman Companies 1992 - 1994
Skills
Marketing, Marketing Strategy, Financial Services, Strategic Planning, Management, Leadership, Business Development, Strategy, Investments, CRM, Marketing Communications, Integrated Marketing, Sales, Mutual Funds, Relationship Management
Education
Le Moyne College 1988 — 1992
Bachelor of Arts (BA), English/Communications
Marist High School 1986 — 1988
Pershing LLC, an affiliate of The Bank of New York Mellon September 2002 - Present
Pershing Advisor Solutions July 2005 - December 2007
Education
Drew University 1994 — 1998
BA, Biology, Sociology
Pershing LLC an Affiliate of The Bank of New York Mellon 2009 - Present
Education
University of Florida 2007 — 2008
M.S.
University of Florida 2003 — 2007
B.S.